The Analysis of Family Investment Center, Inc.'s Holdings
Currently, Family Investment Center, Inc. holds 97 types of securities in its portfolio with a total value $495.2M. In the most recent quarter, they have increased their positions in BIV (+67.9K shares, valued at $5.3M), PYLD (+133.3K shares, valued at $3.6M), RISR (+35.2K shares, valued at $1.3M); decreased their positions in JIRE (-8.3K shares, valued at $625.2K), SCHD (-20.3K shares, valued at $556.1K), VIG (-2.1K shares, valued at $465.1K); initiated new positions in N/A (+2.6K shares, valued at $824.0K), LLY (+415 shares, valued at $446.0K), BA (+1.8K shares, valued at $386.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIV VANGUARD BD INDEX FDS945.8K shares7.73%2025-12-312026-01-23
PYLD PIMCO ETF TR2.0M shares7.14%2025-12-312026-01-23 SPHQ INVESCO EXCHANGE TRADED FD T623.9K shares0.22%2025-12-312026-01-23 SPMO INVESCO EXCH TRADED FD TR II376.3K shares1.62%2025-12-312026-01-23 RISR TIDAL TRUST I904.0K shares4.05%2025-12-312026-01-23 JIRE J P MORGAN EXCHANGE TRADED F281.6K shares-2.88%2025-12-312026-01-23 AVDE AMERICAN CENTY ETF TR244.0K shares3.64%2025-12-312026-01-23 JPST J P MORGAN EXCHANGE TRADED F394.6K shares4.06%2025-12-312026-01-23 AVUV AMERICAN CENTY ETF TR171.8K shares-0.84%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS70.8K shares-2.90%2025-12-312026-01-23 XMHQ INVESCO EXCHANGE TRADED FD T142.6K shares0.81%2025-12-312026-01-23 XMMO INVESCO EXCHANGE TRADED FD T103.0K shares0.38%2025-12-312026-01-23 VYMI VANGUARD WHITEHALL FDS141.4K shares-2.60%2025-12-312026-01-23 FLIN FRANKLIN TEMPLETON ETF TR295.4K shares0.38%2025-12-312026-01-23 FLJH FRANKLIN TEMPLETON ETF TR271.9K shares-0.59%2025-12-312026-01-23 VO VANGUARD INDEX FDS27.3K shares-1.10%2025-12-312026-01-23 VB VANGUARD INDEX FDS24.7K shares-1.29%2025-12-312026-01-23 SCHD SCHWAB STRATEGIC TR232.1K shares-8.03%2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR149.0K shares-1.64%2025-12-312026-01-23 ONEY SPDR SERIES TRUST36.1K shares-1.75%2025-12-312026-01-23 AGG ISHARES TR39.1K shares0.01%2025-12-312026-01-23 DFEV DIMENSIONAL ETF TRUST108.2K shares0.60%2025-12-312026-01-23 VIGI VANGUARD WHITEHALL FDS34.2K shares-2.39%2025-12-312026-01-23 VXUS VANGUARD STAR FDS32.7K shares-4.08%2025-12-312026-01-23 AAPL APPLE INC9.0K shares6.08%2025-12-312026-01-23 LDUR PIMCO ETF TR22.0K shares14.56%2025-12-312026-01-23 NSC NORFOLK SOUTHN CORP6.5K shares0.00%2025-12-312026-01-23 IEMG ISHARES INC19.0K shares-1.74%2025-12-312026-01-23 XOM EXXON MOBIL CORP9.1K shares0.00%2025-12-312026-01-23 SCHO SCHWAB STRATEGIC TR36.9K shares0.83%2025-12-312026-01-23 DFUS DIMENSIONAL ETF TRUST12.1K shares-3.77%2025-12-312026-01-23 XLU SELECT SECTOR SPDR TR20.9K shares110.57%2025-12-312026-01-23 IAUM ISHARES GOLD TR20.3K shares6.50%2025-12-312026-01-23 VTI VANGUARD INDEX FDS2.5K shares-1.32%2025-12-312026-01-23 SCHA SCHWAB STRATEGIC TR29.6K shares-5.06%2025-12-312026-01-23 ALPHABET INC ALPHABET INC2.6K sharesnew addition2025-12-312026-01-23 IWF ISHARES TR1.7K shares-0.12%2025-12-312026-01-23 SPEM SPDR INDEX SHS FDS17.5K shares-5.98%2025-12-312026-01-23 MU MICRON TECHNOLOGY INC2.8K shares-13.47%2025-12-312026-01-23 BROADCOM INC BROADCOM INC2.0K shares45.16%2025-12-312026-01-23 NVDA NVIDIA CORPORATION3.4K shares-16.39%2025-12-312026-01-23 JMUB J P MORGAN EXCHANGE TRADED F11.7K shares0.00%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.1.8K shares0.11%2025-12-312026-01-23 VBR VANGUARD INDEX FDS2.7K shares0.34%2025-12-312026-01-23 MSFT MICROSOFT CORP1.1K shares3.15%2025-12-312026-01-23 AMZN AMAZON COM INC2.3K shares111.21%2025-12-312026-01-23 HD HOME DEPOT INC1.5K shares-1.18%2025-12-312026-01-23 WDC WESTERN DIGITAL CORP2.9K shares5.35%2025-12-312026-01-23 SCHR SCHWAB STRATEGIC TR20.0K shares1.26%2025-12-312026-01-23 WMT WALMART INC4.3K shares-0.09%2025-12-312026-01-23 JEPQ J P MORGAN EXCHANGE TRADED F8.1K shares-6.91%2025-12-312026-01-23 APP APPLOVIN CORP674 shares10.13%2025-12-312026-01-23 LLY ELI LILLY & CO415 sharesnew addition2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR18.5K shares1.58%2025-12-312026-01-23 VDC VANGUARD WORLD FD2.0K shares-29.84%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE1.4K shares35.64%2025-12-312026-01-23 AVEM AMERICAN CENTY ETF TR5.4K shares0.48%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC2.2K shares5.21%2025-12-312026-01-23 BA BOEING CO1.8K sharesnew addition2025-12-312026-01-23 VOE VANGUARD INDEX FDS2.2K shares0.46%2025-12-312026-01-23 IHDG WISDOMTREE TR7.9K shares-24.67%2025-12-312026-01-23 NEM NEWMONT CORP3.7K shares-1.53%2025-12-312026-01-23 TBUX T ROWE PRICE ETF INC7.2K sharesnew addition2025-12-312026-01-23 ORLY OREILLY AUTOMOTIVE INC3.9K shares0.00%2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC1.6K shares-45.79%2025-12-312026-01-23 RTX RTX CORPORATION1.9K shares-18.19%2025-12-312026-01-23 SGOV ISHARES TR3.2K shares-6.46%2025-12-312026-01-23 F FORD MTR CO24.4K shares0.00%2025-12-312026-01-23 GILD GILEAD SCIENCES INC2.6K shares16.95%2025-12-312026-01-23 INCY INCYTE CORP3.1K shares13.07%2025-12-312026-01-23 CVX CHEVRON CORP NEW2.0K shares-0.35%2025-12-312026-01-23 UBER UBER TECHNOLOGIES INC3.6K shares15.34%2025-12-312026-01-23 MUB ISHARES TR2.7K shares0.00%2025-12-312026-01-23 SCHX SCHWAB STRATEGIC TR10.8K shares0.00%2025-12-312026-01-23 SHOP SHOPIFY INC1.7K sharesnew addition2025-12-312026-01-23 PG PROCTER AND GAMBLE CO1.9K shares0.00%2025-12-312026-01-23 TSLA TESLA INC602 shares-0.50%2025-12-312026-01-23 MCK MCKESSON CORP315 sharesnew addition2025-12-312026-01-23 PEP PEPSICO INC1.8K shares0.00%2025-12-312026-01-23 ILCG ISHARES TR2.4K shares0.00%2025-12-312026-01-23 XLP SELECT SECTOR SPDR TR3.2K sharesnew addition2025-12-312026-01-23 GEV GE VERNOVA INC373 shares-16.18%2025-12-312026-01-23 LONZ PIMCO ETF TR4.8K shares-58.88%2025-12-312026-01-23 DFAS DIMENSIONAL ETF TRUST3.4K shares0.00%2025-12-312026-01-23 TIP ISHARES TR2.2K shares0.60%2025-12-312026-01-23 IAGG ISHARES TR4.8K shares-0.08%2025-12-312026-01-23 T AT&T INC9.5K shares20.67%2025-12-312026-01-23 GLTR ABRDN PRECIOUS METALS BASKET1.1K sharesnew addition2025-12-312026-01-23 ONEQ FIDELITY COMWLTH TR2.4K shares0.00%2025-12-312026-01-23 IWY ISHARES TR774 shares0.00%2025-12-312026-01-23 ADBE ADOBE INC585 sharesnew addition2025-12-312026-01-23 ALPHABET INC ALPHABET INC642 sharesnew addition2025-12-312026-01-23 VUG VANGUARD INDEX FDS411 shares-2.14%2025-12-312026-01-23 MAA MID-AMER APT CMNTYS INC1.4K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available